Roger Jellison

Roger Jellison
Roger is a seasoned finance and accounting professional with 8 years of public accounting and over 25 years of private company experience in a broad range of industries including manufacturing, distribution, technology (software, hardware, and telecom), construction, and services.

Graduating From Turbotax

Graduating From Turbotax

We always have done our taxes with TT and never had any problems. They have always been fairly simple and straightforward. Not much has changed this year, except that we purchased our first house. I decided to to our taxes online with TT and it basically came back with the same refund as last year. I was worried I was doing something wrong, ...

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Tax Filing Options

Tax Filing Options

Type of federal return filed is based on taxpayer’s personal situation and IRS rules/regulations. Form 1040EZ is generally used by single/married taxpayers with taxable income under $100,000, no dependents, no itemized deductions, and certain types of income . Additional fees apply with Earned Income Credit and you file any other ...

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Got Tips? Better Report Them

Got Tips? Better Report Them

The restaurant must distribute the service charge to the servers, report it as wages, and withhold income and Social Security taxes. Employees receive allocated tips from their employers if the business gets less than 8 percent of gross sales from tips. Visit hrblock.com/halfoff to find the nearest participating office or to make an ...

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Uber Turbotax Discounts & Service Codes

Uber Turbotax Discounts & Service Codes

Dealing with taxes as a rideshare driver can seem intimidating, but it doesn’t have to be. Our previous surveys have shown that 54% of our readers “self-file” their rideshare taxes, and many of them use online filing services to do so. If you’re accepting ride-sharing fares more than occasionally, you may be required ...

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Independent

Independent

If you don’t use a separate phone or phone line while working, you can still claim a percentage of your personal phone expenses as a business deduction. And like all good tax deductions, all you need to do is keep track of those receipts. So whether it’s Uber, Lyft, or another rideshare, any 1099 Form you receive should list all ...

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